Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,884 | $111,535+50.5% | $105,223+59.5% | $137,256+22.3% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 15.22% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $702 | $3,939-82.2% | $3,689-81.0% | $4,156-83.1% |
| Participant deferral / active EE | $5,361 | $5,500-2.5% | $5,072+5.7% | $6,407-16.3% |
| Admin fee / account holder | $2,552 | $9,721-73.8% | $8,859-71.2% | $12,270-79.2% |